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Tyler Chumley

Strategic Advisers LLC

Westlake, TX

Fort Worth, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Fort Worth, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade Southlake TX 06/2020 02/2021
Trader Joe's Dallas TX 06/2020 09/2020
Unemployment Grapevine TX 04/2020 06/2020
Republic Airways Indianapolis IN 11/2019 04/2020
Goldman Sachs Richardson TX 02/2018 10/2019
Unemployed Irving TX 10/2017 02/2018
Atos It Solutions Irving TX 07/2017 10/2017
City Of Southlake Southlake TX 01/2017 06/2017
Park Place Motorcars Arlington Arlington TX 10/2015 06/2017
Fidelity Investments Westlake TX 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 02/2021
    Td Ameritrade
    Southlake, TX
  • 06/2020 → 09/2020
    Trader Joe's
    Dallas, TX
  • 04/2020 → 06/2020
    Unemployment
    Grapevine, TX
  • 11/2019 → 04/2020
    Republic Airways
    Indianapolis, IN
  • 02/2018 → 10/2019
    Goldman Sachs
    Richardson, TX
  • 10/2017 → 02/2018
    Unemployed
    Irving, TX
  • 07/2017 → 10/2017
    Atos It Solutions
    Irving, TX
  • 01/2017 → 06/2017
    City Of Southlake
    Southlake, TX
  • 10/2015 → 06/2017
    Park Place Motorcars Arlington
    Arlington, TX
  • 02/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-03
S63 Uniform Securities Agent State Law Examination 2020-10-12
  • S66 Uniform Combined State Law Examination
    2021-05-03
  • S63 Uniform Securities Agent State Law Examination
    2020-10-12
Other Names
  • Tyler Chumley
  • Tyler Alan Chumley

View on SEC IAPD

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CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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